Skip to main content

Publishing your rota

Let's walkthrough publishing your rota and making changes after you've published.

Tom Dixon avatar
Written by Tom Dixon
Updated yesterday

What does publishing mean?

Once an event is published, your carers will be able to see their scheduled events in the Carer App

Things to know

  • Once you've published an event, you can still edit it, carers will see the updates very soon after its been made and re-published your side.

  • Carers will only see the events they are scheduled for in the Carer App once they are signed in.


How to publish a rota event

  • Ensure you have an event created and scheduled for a specific week.

  • Ensure you've assigned it to a member of your team.

  • You'll need to start a draft rota in advance to publish an event in the future.

  1. Navigate to your rota builder and find the week for the event you wish to publish.

2. If the rota has not been started for that week, click "start draft rota"

3.The events that have been scheduled will appear either in unassigned or along the assigned team member

4. To publish, click the button on the far right marked "Publish rota events"

5. A box will pop up as follows, please ensure there are 0 events with missing allocations and 0 events with a warning status.

Missing allocations - These are events that have no team members assigned to them

Warning status - These reasons vary, it's worth checking this article


Making changes after publishing

Need to make changes? - no problem, just remember to re-publish!

  1. Select the rota event you'd like to make changes to in the rota builder and find the button

  2. Make your changes to the event and click "Save"

  3. At the bottom of the event screen click "Publish changes"

Your changes are now live and your team's schedule will be updated immediately in the Carer App.

Did this answer your question?